See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,213 | $95,266-73.5% | $82,389-69.4% | $142,382-82.3% |
| Participation rate | 72.2% | 74.5%-2.2pp | 69.5%+2.7pp | 80.1%-7.9pp |
| Annual return | 18.13% | 25.74%-7.6pp | 28.67%-10.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $924 | $2,991-69.1% | $2,517-63.3% | $4,299-78.5% |
| Participant deferral / active EE | $2,548 | $4,809-47.0% | $4,155-38.7% | $6,507-60.8% |
| Admin fee / account holder | $369 | $8,563-95.7% | $7,231-94.9% | $12,624-97.1% |